Paul T Economou

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → 02/2017
  Calton & Associates, Inc.
  Teaneck, NJ
• 12/2019 → 08/2024
  Independent
  Delray Beach, FL
• 07/2023 → 09/2024
  Clarke Cooke House
  Newport, RI
• 09/2024 → Present
  Workplace Planning Associate
  Smithfield, RI
• 11/2022 → 07/2023
  T3 Trading Group, Llc
  New York City, NY
• 02/2017 → 12/2019
  Infinex Investments, Inc.
  Meriden, CT
• 08/2021 → 11/2022
  City Of Fish Market
  Boca Raton, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2025-01-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Niantic, CT
  Smithfield, RI
• 2017-02-27 → 2019-04-26
  Osaic Institutions, Inc.
  Meriden, CT
  Delray Beach, FL
  Meriden, CT
• 2013-08-12 → 2017-02-24
  Calton & Associates, Inc.
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-12-20

Designations

• Certified Financial Planner

Other Names

• Paul Thomas Economou
• Paul Economou